Hollycroft Financial Management Ltd

Steven McDade

DipPFS
By putting you at the centre of everything we do enables us to maintain a long-term personal relationship with you and continue to offer effective solutions that will adapt and evolve as your needs and circumstances change over time.
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Location : Suffolk
07736 868730

About

I moved to Suffolk from my hometown of Hamilton, Scotland in 1985, In 1990 I joined the Financial Services Industry, starting as a cashier and working my way into a management position with one of the country’s leading high street banks. I won’t mention their name but they do like to give a little bit Xtra!

I qualified as a Financial Adviser in 1998 and in 2002 established Hollycroft Financial Management Ltd.

In December 2010 I joined St. James's Place. The support they provide allows me to focus on promoting the development of long-term relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Outside of my working life I enjoy spending time with my family, attempting to play (veterans) football and getting used to the demands of my wife’s very energetic Standard Poodles.

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
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Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
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Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
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Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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Our charges explained
We believe in clearly setting out our charges so you can understand exactly what to expect from our services. We have separate Advice, Product and Fund charges, so you can see what you pay for each of the services we provide.
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Testimonials

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Steven has built up a trust with me by clearly explaining (and if necessary, re-explaining) the way in which a particular plan will work. This is very comforting to a client in my position who has little knowledge of the world of finance. He is businesslike and friendly; I feel no pressure in his...

Mrs M Blyton| Woodbridge

Addresses

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SJP Approved 20/11/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Hollycroft Financial Management Ltd is registered in England and Wales, Number 04528300. Registered Office: 59 Abbeygate Street, Bury St Edmunds, Suffolk, IP33 1LB.
Steven McDade
Hollycroft Financial Management Ltd